Rice Partnership, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Rice Partnership, LLC reported 168 stock positions worth $525.1 million. Its top holding was Apple (AAPL) at 9.2% of the portfolio, followed by SPDR Gold Shares (GLD, 6.6%) and Microsoft (MSFT, 6.4%). Compared with Q3 2024, it opened 12 new positions, sold out of 16, added to 36 and reduced 57. The biggest buy was a new position in Berkshire Hathaway Class B (BRK.B) and the biggest sale iShares MSCI Mexico ETF (EWW, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- HONOLULU, HI
- CIK
- 0001736736
- Portfolio Value
- $525.1M (Q4 2024)
- SEC Filing
- 0001398344-25-001044 ↗ filed Jan 24, 2025
Holdings Value
Holdings 168 stocks · $525.1M
| AAPL Apple Inc. | 9.21% | 193,164 | $48.4M | Add +0.0% |
| GLD SPDR Gold Shares | 6.62% | 143,563 | $34.8M | Add +9.0% |
| MSFT Microsoft Corp. | 6.35% | 79,118 | $33.3M | Add +2.1% |
| INDA iShares MSCI India ETF | 5.13% | 511,663 | $26.9M | Add +3.3% |
| NVDA Nvidia Corp. | 4.55% | 177,787 | $23.9M | Reduce -3.3% |
| JPM JPMorgan Chase & Co. | 4.29% | 94,046 | $22.5M | Add +2.8% |
| AXP American Express Co. | 3.45% | 61,027 | $18.1M | Add +2.1% |
| AMZN Amazon.com Inc. | 3.30% | 78,946 | $17.3M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.07% | 35,599 | $16.1M | New |
| ETN Eaton Corp. PLC | 2.99% | 47,270 | $15.7M | Add +6.5% |
| GOOGL Alphabet Inc. Class A | 2.98% | 82,712 | $15.7M | Add +1.2% |
| LLY Eli Lilly & Co. | 2.98% | 20,252 | $15.6M | Reduce -15.0% |
| IWB iShares Russell 1000 ETF | 2.85% | 46,391 | $14.9M | Reduce -2.8% |
| COST Costco Wholesale Corp. | 2.31% | 13,223 | $12.1M | Add +5.0% |
| MSI Motorola Solutions Inc. | 2.15% | 24,417 | $11.3M | Add +4.3% |
| DHR Danaher Corp. | 2.09% | 47,920 | $11.0M | Reduce -1.1% |
| NFLX Netflix Inc. | 2.00% | 11,767 | $10.5M | Add +26.1% |
| RTX RTX Corp. | 1.69% | 76,461 | $8.8M | Add +49.2% |
| HD Home Depot Inc. | 1.50% | 20,285 | $7.9M | Add +2.7% |
| DXJ Wisdomtree Japan Hedged Eq | 1.47% | 70,057 | $7.7M | New |
| TSLA Tesla Inc. | 1.47% | 19,079 | $7.7M | Reduce -2.7% |
| TMUS T-Mobile US Inc. | 1.46% | 34,784 | $7.7M | New |
| HLT Hilton Worldwide Holdings Inc. | 1.46% | 31,007 | $7.7M | Add +4.4% |
| LIN Linde PLC | 1.36% | 17,068 | $7.1M | Add +3.0% |
| COP Conocophillips | 1.31% | 69,630 | $6.9M | Add +6.1% |
| KO The Coca-Cola Co. | 1.22% | 102,746 | $6.4M | Add +7.1% |
| IJH iShares Core S&P Midcap ETF | 1.21% | 101,574 | $6.3M | New |
| EWA iShares MSCI Australia ETF | 1.09% | 240,788 | $5.7M | Add +0.4% |
| MCD McDonald's Corp. | 1.07% | 19,429 | $5.6M | Add +2.0% |
| MU Micron Technology Inc. | 1.05% | 65,455 | $5.5M | Reduce -22.4% |
| EQIX Equinix Inc. | 0.99% | 5,489 | $5.2M | Add +10.5% |
| NEE Nextera Energy Inc. | 0.94% | 69,071 | $5.0M | Add +4.7% |
| BIPC Brookfield Infrastructure-A | 0.92% | 120,612 | $4.8M | Add +57.1% |
| USB US Bancorp | 0.89% | 97,723 | $4.7M | Reduce -40.9% |
| GOOG Alphabet Inc. Class C | 0.79% | 21,810 | $4.2M | Reduce -0.5% |
| EWL iShares MSCI Switzerland ETF | 0.73% | 83,568 | $3.8M | New |
| SRE Sempra | 0.67% | 40,370 | $3.5M | Add +6.2% |
| UNH Unitedhealth Group Inc. | 0.62% | 6,389 | $3.2M | Add +3.3% |
| PG The Procter & Gamble Co. | 0.49% | 15,284 | $2.6M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 4,200 | $2.5M | Reduce -4.1% |
| GEN Gen Digital Inc. | 0.41% | 77,861 | $2.1M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 6,772 | $2.0M | Reduce -2.6% |
| ABT Abbott Laboratories | 0.37% | 16,969 | $1.9M | Reduce -1.7% |
| UPS United Parcel Service Class B | 0.36% | 15,039 | $1.9M | Add +652.0% |
| MATX Matson Inc. | 0.35% | 13,460 | $1.8M | No change |
| WMT Walmart Inc. | 0.34% | 19,670 | $1.8M | Reduce -1.7% |
| RVTY Revvity Inc. | 0.32% | 15,103 | $1.7M | No change |
| AFL Aflac Inc. | 0.30% | 15,038 | $1.6M | Reduce -0.7% |
| LMT Lockheed Martin Corp. | 0.27% | 2,920 | $1.4M | Reduce -2.0% |
| JNJ Johnson & Johnson | 0.23% | 8,428 | $1.2M | Reduce -0.3% |
| CVX Chevron Corp. | 0.22% | 8,054 | $1.2M | Reduce -0.5% |
| OMC Omnicom Group | 0.20% | 12,016 | $1.0M | Reduce -0.2% |
| PLD Prologis Inc. | 0.19% | 9,590 | $1.0M | Reduce -9.8% |
| EWJ iShares MSCI Japan ETF | 0.19% | 14,977 | $1.0M | Reduce -77.9% |
| META Meta Platforms Inc. Class A | 0.19% | 1,712 | $1.0M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.18% | 8,769 | $943K | No change |
| CSCO Cisco Systems Inc. | 0.17% | 15,038 | $890K | Reduce -3.8% |
| FTV Fortive Corp. | 0.16% | 11,025 | $827K | No change |
| ABBV Abbvie Inc. | 0.15% | 4,428 | $787K | Reduce -2.1% |
| V Visa Inc. Class A | 0.14% | 2,334 | $738K | Reduce -2.7% |
| MA Mastercard Inc. Class A | 0.13% | 1,335 | $703K | Reduce -50.2% |
| IWF iShares Russell 1000 Growth | 0.13% | 1,662 | $667K | No change |
| VEA Vanguard Ftse Developed ETF | 0.12% | 13,150 | $629K | No change |
| CL Colgate-Palmolive Co. | 0.11% | 6,123 | $557K | No change |
| PEP Pepsico Inc. | 0.10% | 3,602 | $548K | Reduce -1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 11,311 | $497K | Reduce -6.2% |
| MTD Mettler-Toledo International | 0.09% | 404 | $494K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 961 | $491K | No change |
| IWM iShares Russell 2000 ETF | 0.09% | 2,060 | $455K | Add +0.6% |
| INTC Intel Corp. | 0.09% | 22,594 | $453K | Reduce -0.9% |
| HON Honeywell International Inc. | 0.09% | 1,999 | $451K | Reduce -28.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 4,038 | $450K | Reduce -92.6% |
| BDX Becton Dickinson and Co. | 0.08% | 1,921 | $436K | No change |
| PHYS Sprott Physical Gold Trust | 0.08% | 21,498 | $433K | No change |
| CPRT Copart Inc. | 0.08% | 6,970 | $400K | No change |
| IWD iShares Russell 1000 Value E | 0.07% | 2,120 | $392K | No change |
| SPBO SS SPDR P Corp. Bond ETF | 0.07% | 13,356 | $383K | No change |
| CSL Carlisle Cos Inc. | 0.07% | 1,016 | $375K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,651 | $363K | Reduce -3.8% |
| ESGV Vanguard ESG US Stock ETF | 0.07% | 3,453 | $362K | Reduce -5.4% |
| AXON Axon Enterprise Inc. | 0.07% | 602 | $358K | Add +19.9% |
| IMTB iShares Core 5-10 Year Usd | 0.07% | 8,396 | $356K | Add +7.9% |
| FTNT Fortinet Inc. | 0.07% | 3,615 | $342K | Reduce -1.4% |
| SCHD Schwab US DVD Equity ETF | 0.06% | 12,179 | $333K | Reduce -15.3% |
| VLTO Veralto Corp. | 0.06% | 3,221 | $328K | Reduce -12.9% |
| WAT Waters Corp. | 0.06% | 882 | $327K | No change |
| XLK SS Technology Select Sector | 0.06% | 1,373 | $319K | Reduce -6.8% |
| DE Deere & Co. | 0.06% | 716 | $303K | Reduce -92.0% |
| AMGN Amgen Inc. | 0.06% | 1,162 | $303K | New |
| ISRG Intuitive Surgical Inc. | 0.06% | 559 | $292K | No change |
| A Agilent Technologies Inc. | 0.05% | 2,049 | $275K | Reduce -6.0% |
| ORCL Oracle Corp. | 0.05% | 1,565 | $261K | No change |
| MRK Merck & Co. Inc. | 0.05% | 2,600 | $259K | Reduce -15.5% |
| SCHG Schwab US Large-Cap Growth | 0.05% | 9,137 | $255K | No change |
| GME Gamestop Corp. Class A | 0.05% | 7,978 | $250K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.05% | 705 | $242K | No change |
| LH Labcorp Holdings Inc. | 0.04% | 1,006 | $231K | No change |
| RPM RPM International Inc. | 0.04% | 1,817 | $224K | No change |
| CEG Constellation Energy | 0.04% | 990 | $221K | No change |
| GIS General Mills Inc. | 0.04% | 3,427 | $219K | Reduce -0.2% |
Portfolio Sells Q3 2024 → Q4 2024
| EWW iShares MSCI Mexico ETF | Reduce -99.4% | 0.01% | −1.51 |
| LLY Eli Lilly & Co. | Reduce -15.0% | 2.98% | −1.27 |
| DIS The Walt Disney Co. | Reduce -92.6% | 0.09% | −0.97 |
| EIDO iShares MSCI Indonesia ETF | Reduce -98.3% | 0.01% | −0.79 |
| EWJ iShares MSCI Japan ETF | Reduce -77.9% | 0.19% | −0.78 |
| EWN iShares MSCI Netherlands ETF | Reduce -99.7% | 0.00% | −0.74 |
| MU Micron Technology Inc. | Reduce -22.4% | 1.05% | −0.71 |
| DE Deere & Co. | Reduce -92.0% | 0.06% | −0.70 |
| USB US Bancorp | Reduce -40.9% | 0.89% | −0.63 |
| DHR Danaher Corp. | Reduce -1.1% | 2.09% | −0.62 |
| IWB iShares Russell 1000 ETF | Reduce -2.8% | 2.85% | −0.18 |
| MA Mastercard Inc. Class A | Reduce -50.2% | 0.13% | −0.13 |
| LMT Lockheed Martin Corp. | Reduce -2.0% | 0.27% | −0.08 |
| PLD Prologis Inc. | Reduce -9.8% | 0.19% | −0.08 |
| OMC Omnicom Group | Reduce -0.2% | 0.20% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.49% | −0.05 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.05 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.04 |
| AFL Aflac Inc. | Reduce -0.7% | 0.30% | −0.04 |
| JNJ Johnson & Johnson | Reduce -0.3% | 0.23% | −0.04 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.04 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.04 |
| EXC Exelon Corp. | Sold out | 0.00% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.1% | 0.47% | −0.04 |
| HON Honeywell International Inc. | Reduce -28.9% | 0.09% | −0.03 |
| ABT Abbott Laboratories | Reduce -1.7% | 0.37% | −0.03 |
| ABBV Abbvie Inc. | Reduce -2.1% | 0.15% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.6% | 0.37% | −0.02 |
| INTC Intel Corp. | Reduce -0.9% | 0.09% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -15.5% | 0.05% | −0.02 |
| PEP Pepsico Inc. | Reduce -1.6% | 0.10% | −0.02 |
| VLTO Veralto Corp. | Reduce -12.9% | 0.06% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -15.3% | 0.06% | −0.02 |
| CVX Chevron Corp. | Reduce -0.5% | 0.22% | −0.02 |
| TLT iShares 20+ Year Treasury BD | Reduce -18.8% | 0.03% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -47.0% | 0.02% | −0.01 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Reduce -99.2% | 0.00% | −0.01 |
| A Agilent Technologies Inc. | Reduce -6.0% | 0.05% | −0.01 |
| FNDA Schwab Fndmntl US SM Co. ETF | Sold out | 0.00% | −0.01 |
| GIS General Mills Inc. | Reduce -0.2% | 0.04% | −0.01 |
| SPIB SS SPDR P Int C Corp. ETF | Sold out | 0.00% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -88.6% | 0.00% | −0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -29.9% | 0.01% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -93.1% | 0.00% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -99.5% | 0.00% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -3.8% | 0.07% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -32.0% | 0.01% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -0.3% | 0.19% | −0.01 |
| XLK SS Technology Select Sector | Reduce -6.8% | 0.06% | −0.01 |
| ESGV Vanguard ESG US Stock ETF | Reduce -5.4% | 0.07% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| BRK.B Berkshire Hathaway Inc. Class B | New | 3.07% | +3.07 |
| DXJ Wisdomtree Japan Hedged Eq | New | 1.47% | +1.47 |
| TMUS T-Mobile US Inc. | New | 1.46% | +1.46 |
| IJH iShares Core S&P Midcap ETF | New | 1.21% | +1.21 |
| EWL iShares MSCI Switzerland ETF | New | 0.73% | +0.73 |
| NFLX Netflix Inc. | Add +26.1% | 2.00% | +0.67 |
| RTX RTX Corp. | Add +49.2% | 1.69% | +0.44 |
| JPM JPMorgan Chase & Co. | Add +2.8% | 4.29% | +0.41 |
| GEN Gen Digital Inc. | New | 0.41% | +0.41 |
| UPS United Parcel Service Class B | Add +652.0% | 0.36% | +0.31 |
| GOOGL Alphabet Inc. Class A | Add +1.2% | 2.98% | +0.25 |
| BIPC Brookfield Infrastructure-A | Add +57.1% | 0.92% | +0.25 |
| AXP American Express Co. | Add +2.1% | 3.45% | +0.19 |
| GLD SPDR Gold Shares | Add +9.0% | 6.62% | +0.18 |
| AAPL Apple Inc. | Add +0.0% | 9.21% | +0.15 |
| EQIX Equinix Inc. | Add +10.5% | 0.99% | +0.10 |
| HLT Hilton Worldwide Holdings Inc. | Add +4.4% | 1.46% | +0.08 |
| COST Costco Wholesale Corp. | Add +5.0% | 2.31% | +0.06 |
| AMGN Amgen Inc. | New | 0.06% | +0.06 |
| GME Gamestop Corp. Class A | New | 0.05% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.04% | +0.04 |
| BX Blackstone Inc. | New | 0.04% | +0.04 |
| SRE Sempra | Add +6.2% | 0.67% | +0.03 |
| MSI Motorola Solutions Inc. | Add +4.3% | 2.15% | +0.03 |
| AXON Axon Enterprise Inc. | Add +19.9% | 0.07% | +0.03 |
| ETN Eaton Corp. PLC | Add +6.5% | 2.99% | +0.03 |
| DON Wisdomtree US Midcap Dividen | New | 0.01% | +0.01 |
| XLE SS Energy Select Sector | Add +320.0% | 0.00% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +17.4% | 0.02% | +0.00 |
| SCYB Schwab High Yield Bond ETF | New | 0.00% | +0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +19.3% | 0.01% | +0.00 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +19.4% | 0.01% | +0.00 |
| INDY iShares India 50 ETF | Add +2.5% | 0.00% | −0.00 |
| VDE Vanguard Energy ETF | Add +2.0% | 0.00% | −0.00 |
| MUB iShares National Muni Bond E | Add +4.5% | 0.02% | −0.00 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +4.6% | 0.03% | −0.00 |
| IMTB iShares Core 5-10 Year Usd | Add +7.9% | 0.07% | −0.00 |
| IWM iShares Russell 2000 ETF | Add +0.6% | 0.09% | −0.00 |
| COP Conocophillips | Add +6.1% | 1.31% | −0.08 |
| MCD McDonald's Corp. | Add +2.0% | 1.07% | −0.09 |
| HD Home Depot Inc. | Add +2.7% | 1.50% | −0.11 |
| UNH Unitedhealth Group Inc. | Add +3.3% | 0.62% | −0.11 |
| KO The Coca-Cola Co. | Add +7.1% | 1.22% | −0.17 |
| NEE Nextera Energy Inc. | Add +4.7% | 0.94% | −0.18 |
| EWA iShares MSCI Australia ETF | Add +0.4% | 1.09% | −0.21 |
| LIN Linde PLC | Add +3.0% | 1.36% | −0.23 |
| MSFT Microsoft Corp. | Add +2.1% | 6.35% | −0.36 |
| INDA iShares MSCI India ETF | Add +3.3% | 5.13% | −0.70 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 170 | $823.9M | JPIB, GLD, AAPL, MU, GOOGL |
| Q1 2026 | 177 | $731.8M | JPIB, GLD, AAPL, DXJ, GOOGL |
| Q4 2025 | 174 | $739.6M | JPIB, GLD, AAPL, MSFT, INDA |
| Q3 2025 | 187 | $704.1M | JPIB, GLD, AAPL, MSFT, JPM |
| Q2 2025 | 167 | $575.6M | GLD, AAPL, MSFT, JPM, INDA |
| Q1 2025 | 152 | $487.2M | AAPL, GLD, MSFT, INDA, JPM |
| Q4 2024 | 168 | $525.1M | AAPL, GLD, MSFT, INDA, NVDA |
| Q3 2024 | 172 | $496.8M | AAPL, MSFT, GLD, INDA, NVDA |
| Q2 2024 | 154 | $460.3M | AAPL, MSFT, GLD, INDA, NVDA |
| Q1 2024 | 158 | $424.2M | MSFT, AAPL, GLD, INDA, LLY |